True North Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,750
Closed -$387K 198
2020
Q2
$387K Hold
2,750
0.09% 137
2020
Q1
$319K Buy
+2,750
New +$319K 0.11% 94